Purchases and Sales Made in Q4 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 2023. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.33KNew |
$677K - $735K
|
1.33K
$806K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.3K+ 4.27% |
$664K - $721K
|
31.8K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.3KNew |
$660K - $716K
|
1.3K
$786K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29KNew |
$659K - $716K
|
1.29K
$785K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.29KNew |
$656K - $712K
|
1.29K
$782K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.27KNew |
$647K - $702K
|
1.27K
$770K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.27KNew |
$645K - $701K
|
1.27K
$769K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.26K+ 1.45% |
$641K - $696K
|
87.9K
$53.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.26K+ 10.91% |
$641K - $696K
|
12.8K
$7.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 208.65% |
$639K - $693K
|
1.86K
$1.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1.25K+ 10.22% |
$637K - $692K
|
13.5K
$8.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 114.31% |
$635K - $689K
|
2.34K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.24K+ 19.26% |
$633K - $687K
|
7.7K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.24K+ 6.66% |
$633K - $687K
|
19.9K
$12.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.22K+ 9.91% |
$622K - $675K
|
13.5K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.22K+ 90.08% |
$620K - $673K
|
2.57K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.21K+ 1.93% |
$614K - $666K
|
63.7K
$38.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.2KNew |
$612K - $664K
|
1.2K
$729K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.2K+ 42.5% |
$609K - $661K
|
4.01K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.2K+ 7.31% |
$609K - $661K
|
17.5K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 40.15% |
$601K - $653K
|
4.12K
$2.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.18K+ 4916.67% |
$601K - $653K
|
1.2K
$731K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.18K+ 1.22% |
$600K - $651K
|
97.7K
$59.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.17K+ 2.85% |
$597K - $648K
|
42.3K
$25.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.17KNew |
$596K - $646K
|
1.17K
$709K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.17K+ 5.88% |
$594K - $645K
|
21K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.17K+ 13.86% |
$594K - $644K
|
9.57K
$5.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.16KNew |
$593K - $643K
|
1.16K
$706K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.16K+ 5.86% |
$591K - $642K
|
21K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
1.16K+ 1.01% |
$591K - $641K
|
116K
$70.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.16K+ 5.36% |
$590K - $641K
|
22.8K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.15KNew |
$584K - $634K
|
1.15K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.14KNew |
$581K - $631K
|
1.14K
$692K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.14K+ 44.5% |
$581K - $631K
|
3.71K
$2.25M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.13K+ 759.06% |
$576K - $625K
|
1.28K
$777K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.13K+ 9.15% |
$574K - $623K
|
13.4K
$8.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
1.12K+ 11.61% |
$572K - $621K
|
10.8K
$6.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.11K+ 7.7% |
$564K - $612K
|
15.5K
$9.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.1K+ 6.72% |
$560K - $608K
|
17.4K
$10.6M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.1KNew |
$558K - $606K
|
1.1K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.09KNew |
$556K - $604K
|
1.09K
$663K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.09K+ 3.88% |
$555K - $603K
|
29.2K
$17.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.08K+ 7.07% |
$552K - $599K
|
16.4K
$9.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 4.37% |
$545K - $591K
|
25.5K
$15.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.07KNew |
$545K - $591K
|
1.07K
$649K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.07K+ 6.83% |
$544K - $590K
|
16.7K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
1.07K+ 2.12% |
$544K - $590K
|
51.4K
$31.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.07K+ 2.28% |
$543K - $589K
|
47.7K
$29M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.06K+ 45.33% |
$541K - $587K
|
3.41K
$2.07M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.06KNew |
$539K - $584K
|
1.06K
$641K
|